Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RISE ADVISORS LLC | 0 | 1951 | $276,560 | 3,944 | 0.00 | 0.00 | 487 | 14.09 | 12-31-2023 |
APRIO WEALTH MANAGEMENT LLC | COM | 1952 | $282,441 | 3,937 | 0.00 | 0.00 | -702 | -15.13 | 03-31-2024 |
COPPELL ADVISORY SOLUTIONS CORP | COM | 1953 | $271,556 | 3,932 | 0.00 | 0.00 | 2,849 | 263.07 | 03-31-2023 |
BOURNE LENT ASSET MANAGEMENT INC | COM | 1954 | $282,010 | 3,931 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |